Integrated Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.03M | Sell |
12,166
-7
| -0.1% | -$1.17K | 0.68% | 38 |
|
|
2016
Q4 | $1.93M | Sell |
12,173
-120
| -1% | -$19K | 0.72% | 38 |
|
|
2016
Q3 | $1.87M | Sell |
12,293
-466
| -4% | -$70.8K | 0.67% | 39 |
|
|
2016
Q2 | $1.85M | Buy |
12,759
+11
| +0.1% | +$1.6K | 0.72% | 33 |
|
|
2016
Q1 | $1.85M | Buy |
12,748
+457
| +4% | +$66.2K | 0.78% | 28 |
|
|
2015
Q4 | $1.62M | Buy |
12,291
+124
| +1% | +$16.3K | 0.7% | 34 |
|
|
2015
Q3 | $1.69M | Sell |
12,167
-79
| -0.6% | -$10.9K | 0.74% | 29 |
|
|
2015
Q2 | $1.9M | Buy |
12,246
+974
| +9% | +$151K | 0.74% | 28 |
|
|
2015
Q1 | $1.73M | Buy |
+11,272
| New | +$1.73M | 0.72% | 29 |
|